Leo Wealth, LLC

Position in NEA — Nuveen AMT-Free Quality Municipal Income Fund

CIK 1912202 HURST, TX

Position in NEA

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$3,179,673

+$487,049 QoQ

Shares Held

283,141

+22.3% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Leo Wealth, LLC holds $25,970,104 across 15 Asset Management names. NEA ranks #2 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	7,444	$7,158,969
2	NEA	Nuveen AMT-Free Quality Municipal Income Fund This page	283,141	$3,179,673
3	VGM	Invesco Trust for Investment Grade Municipals	319,284	$3,151,333
4	MMU	Western Asset Managed Municipals Fund Inc.	299,771	$3,081,645
5	MYI	Blackrock Muniyield Quality Fund III, Inc.	274,876	$2,888,946
6	MHD	Blackrock Muniholdings Fund, Inc.	251,331	$2,835,013
7	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	49,854	$801,153
8	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	88,886	$769,752

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,179,673	283,141	+22.3%	Shares	Sole	2026-05-05
2025-12-31	$2,692,624	231,524	+43.7%	Shares	Sole	2026-01-21
2025-09-30	$1,835,168	161,121	-22.7%	Shares	Sole	2025-11-14
2025-06-30	$2,275,738	208,401	+33.0%	Shares	Sole	2025-07-24
2025-03-31	$1,755,096	156,705	-20.9%	Shares	Sole	2025-05-02
2024-12-31	$2,234,252	198,072	+2.1%	Shares	Sole	2025-01-28
2024-09-30	$2,322,539	194,030	+9.7%	Shares	Sole	2024-10-21
2024-06-30	$2,026,758	176,855	—	Shares	Sole	2024-07-17
No filing history on record for this holder in this stock.